Plan Snapshot
- Plan Sponsor: Cf&I Retirees Voluntary Employee Beneficiary Association Trust
- Sponsor EIN: 841232395
- Sponsor Address: 200 WEST B STREET, SUITE 234, PUEBLO, CO, 81003
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 966
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 966 | $26.2M | $0 | $234,067 |
| 2023 | 1,126 | $28.2M | $0 | $406,213 |
| 2022 | 1,289 | $29.0M | $0 | $469,661 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DISCIPLINED BENEFIT SERVICES, INC. | Other Service Provider | $223,181 | — | $223,181 |
| CALIBRE CPA GROUP, LLC | Other Service Provider | $30,685 | — | $30,685 |
| INNOVEST PORTFOLIO SOLUTIONS | Other Service Provider | $27,434 | — | $27,434 |
| CHARLES SCHWAB & CO | Recordkeeper | $25,477 | — | $25,477 |
| RICHMOND CAPITAL MANAGEMENT | Other Service Provider | $25,252 | — | $25,252 |
| BUCK GLOBAL LLC | Other Service Provider | $18,000 | — | $18,000 |
| VECTRA BANK | Other Service Provider | $5,668 | — | $5,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $355,697
- Estimated Expense Ratio: 1.359% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $373,695 | $52,682 | $223,181 | $30,685 | — |
| 2023 | $360,386 | $54,120 | $205,670 | $30,660 | — |
| 2022 | $386,755 | $59,673 | $234,986 | — | $47,106 |